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Selkirk Management’s Applovin APP Stock Holding History

Selkirk Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.4M Buy
48,700
+13,000
+36% +$6.28M 6.59% 5
2025
Q4 		$24.1M Buy
35,700
+5,600
+19% +$3.53M 6.36% 6
2025
Q3 		$21.6M Buy
30,100
+22,000
+272% +$10.1M 5.93% 6
2025
Q2 		$2.84M Buy
+8,100
New +$2.63M 0.84% 14

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Selkirk Management's APP Position: Q1 2026 in Review

Selkirk Management increased its Applovin (APP) stake by 36% in Q1 2026, buying an estimated $6.28M and bringing the position to 48,700 shares worth $19.4M. The position accounts for 6.59% of the portfolio, ranked #5.

Selkirk Management first reported a position in APP in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.1M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Selkirk Management held 48,700 shares of Applovin worth $19.4M as of Q1 2026.
  • Selkirk Management bought 13,000 Applovin shares in Q1 2026, an estimated $6.28M.
  • Applovin made up 6.59% of Selkirk Management's portfolio in Q1 2026, its #5 holding.
  • Selkirk Management first reported a position in Applovin in Q2 2025 and has held it in 4 quarters since.
  • Selkirk Management's Applovin position peaked at $24.1M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.